Onpoint Financial, LLC

Form 5500

ONPOINT FINANCIAL, LLC.

7600 N 15th ST STE 150, Phoenix, Az 85020 (480) 226-0838 EIN:82-5158375 Plan Admin:Scott Modeer

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameONPOINT FINANCIAL, LLC. 401K PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$66,603 / $63,105	2023	ONPOINT FINANCIAL, LLC. 401K PLAN - Plan #001	14 / 14	$66,603 / $63,105
2022	Plan NameONPOINT FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 14 Assets BOY/EOY$61,630 / $66,603	2022	ONPOINT FINANCIAL LLC 401(K) PLAN - Plan #001	11 / 14	$61,630 / $66,603
2021	Plan NameONPOINT FINANCIAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$36,162 / $61,630	2021	ONPOINT FINANCIAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	9 / 11	$36,162 / $61,630
2020	Plan NameONPOINT FINANCIAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$12,064 / $36,162	2020	ONPOINT FINANCIAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	9 / 10	$12,064 / $36,162
2019	Plan NameONPOINT FINANCIAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 7 Assets BOY/EOY$2,862 / $12,064	2019	ONPOINT FINANCIAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 7	$2,862 / $12,064